Challenge
Challenge
Inventory and production data lives across spreadsheets, delaying reports and making purchasing or production decisions less reliable.
Inventory / Reporting
Inventory and management reporting dashboard
A layout for connecting stock movement, pending orders, and operating data into a readable owner dashboard.
Dailyreport refresh
0manual summary files
1owner dashboard
Approach
Approach
- Identify source tables and standardize required fields.
- Design the dashboard around the owner's daily decision questions.
- Add alerts for low stock, delayed orders, and abnormal data.
Expected result
Expected result
- Less manual end-of-day reporting.
- Earlier visibility into stock and order bottlenecks.
- A clearer data foundation for future ERP/CRM expansion.